Disclosed transactions
171 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
David P. Joyce
Republican — R–OH-14 · U.S. House · serving since 2013 · House Committee on Appropriations, House Committee on Homeland Security · member ID J000295Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 171 20 filings · 10 paper · retained
- Net flow · 12m
- — purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 57 across every disclosed row
- Late filings
- 148 filed past the 45-day window
Flows from periodic transaction reports · House Clerk + Senate eFD · statutory ranges · every row retains its receipt
Disclosed flow by quarter
bar = [min, max] of bucket sums · derived ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3
how this chart is drawn ·§gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · 1 rows with no parseable trade date excluded · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: no purchases, sales $50K–$100K; 25Q1: no purchases, sales $50K–$100K; 25Q2: no purchases, no sales; 25Q3: no purchases, no sales; 25Q4: no purchases, no sales; 26Q1: no purchases, no sales; 26Q2: no purchases, no sales; 26Q3: no purchases, no sales
Net disclosed flow by ticker
flows, not holdings ·§PTRs are flows, not holdings — this table nets disclosed flow intervals; it is NOT a portfolio and cannot become one without the member's annual FD report · 25 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range| Net | Ticker | Issuer | Buy ◂ ▸ Sellnet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zeronet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Buys | Sells | Net range ·§net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Last traded | 13FInstitutional overlap is not available in this build. |
|---|---|---|---|---|---|---|---|---|
| BUY | FSTFX | Fidelity Limited Term Municipal Inc. (fstfx) [Ab] | Purchases $215K–$550K; sales — | 3 | 0 | $215K to $550K net accumulation | 2019-03-22 | — |
| BUY | VCSH | Vanguard Short-Term Corporate Bond ETF (VCSH) [ST] | Purchases $145K–$400K; sales $1K–$15K | 4 | 1 | $130K to $399K net accumulation≈ | 2022-07-14 | — |
| BUY | MAIPX | MAI Managed Volatility Fund (maipx) [Ab] | Purchases $151K–$365K; sales $50K–$100K | 3 | 1 | $51.0K to $315K net accumulation≈ | 2018-12-14 | — |
| BUY | VONE | Vanguard Russell 1000 ETF (VONE) [ST] | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2020-03-26 | — |
| BUY | KBE | SPDR S&P bank ETF (KbE) [ST] | Purchases $34K–$160K; sales — | 6 | 0 | $34.0K to $160K net accumulation≈ | 2020-06-08 | — |
| BUY | VEA | Vanguard FTSE Developed Markets ETF (VEA) [ST] | Purchases $32K–$130K; sales — | 4 | 0 | $32.0K to $130K net accumulation≈ | 2019-06-21 | — |
| BUY | FIKMX | Fidelity Advisor Real Estate Income Z (fikmx) [Ab] | Purchases $31K–$115K; sales — | 3 | 0 | $31.0K to $115K net accumulation≈ | 2019-12-31 | — |
| BUY | SPY | SPDR S&P 500 (SPY) [ST] | Purchases $20K–$125K; sales — | 6 | 0 | $20.0K to $125K net accumulation≈ | 2020-06-08 | — |
| BUY | IJH | iShares Core S&P Mid-Cap ETF (IJH) [ST] | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2019-07-24 | — |
| BUY | IJR | iShares Core S&P Small-Cap ETF (IJR) [ST] | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2019-07-24 | — |
| BUY | IWF | iShares Russell 1000 Growth ETF (IWF) [ST] | Purchases $115K–$300K; sales $30K–$100K | 2 | 2 | $15.0K to $270K net accumulation≈ | 2023-06-19 | — |
| BUY | HAINX | Harbor International (hainx) [Ab] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2018-12-11 | — |
| BUY | ODVYX | oppenheimer Developing Markets (odvyx) [Ab] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2018-03-29 | — |
| BUY | MLPI | UbS Ag ETN (MLPI) [ST] | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2017-03-17 | — |
| BUY | NKE | Nike, Inc. (NKE) [ST] | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2018-03-29 | — |
| BUY | AMZN | Amazon.com, Inc. (AMZN) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2017-07-03 | — |
| BUY | DBEF | Xtrackers MSCI EAFE Hedged Equity ETF (DbEF) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2017-01-05 | — |
| BUY | KMI | Kinder Morgan, Inc. (KMI) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2017-07-03 | — |
| BUY | UPS | United Parcel Service, Inc. (UPS) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2017-07-03 | — |
| BUY | VWNAX | Vanguard/Windsor II Admiral (vwnax) [Ab] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2018-12-18 | — |
| BUY | IVE | iShares S&P 500 Value ETF (IVE) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2019-12-31 | — |
| BUY | IWN | iShares Russell 2000 Value ETF (IWN) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2019-12-31 | — |
| BUY | PPA | Invesco Aerospace & Defense ETF (PPA) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-05-19 | — |
| BUY | UNH | UnitedHealth group Incorporated Common Stock (UNH) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2018-03-29 | — |
| BUY | VGT | Vanguard Information Tech ETF (VgT) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2019-01-10 | — |
| MIXED | QIHU | Qihoo 360 Technology Co. Ltd. American Depositary Shares, every 2 of which representing three Class A ordinary Shares (QIHU) | Purchases —; sales — | 0 | 0 | $0 | 2016-07-18 | — |
| MIXED | PAVE | Global X Funds Global X U.S. Infrastructure Development ETF (PAVE) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-05-19 | — |
| MIXED | PKB | Invesco Dynamic building & Construction ETF (PKb) [ST] | Purchases $35K–$175K; sales $15K–$50K | 7 | 1 | −$15.0K to $160K≈ | 2018-12-11 | — |
| SELL | C | Citigroup, Inc. (C) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-06-22 | — |
| SELL | DISCA | Discovery, Inc. - Series A (DISCA) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2018-03-29 | — |
| SELL | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2018-03-29 | — |
| SELL | NRE | NorthStar Realty Europe Corp. (NRE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-05-23 | — |
| SELL | NRF | NorthStar Realty Finance Corp. Common Stock (NRF) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-05-23 | — |
| SELL | RYH | guggenheim S&P 500 Equal Weight Healthcare ETF (RYH) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2017-03-17 | — |
| SELL | TRP | TC Energy Corporation (TRP) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-06-23 | — |
| SELL | WLL | Whiting Petroleum Corporation (WLL) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2017-06-28 | — |
| MIXED | AMJ | JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN (AMJ) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2021-09-14 | — |
| SELL | DVMT | Dell Technologies Inc. Class V (DVMT) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2017-07-03 | — |
| SELL | IBB | iShares Nasdaq biotechnology Index Fund (Ibb) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2017-02-23 | — |
| SELL | OXY | occidental Petroleum Corporation (oXY) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2017-07-03 | — |
| MIXED | IVV | iShares Core S&P 500 ETF (IVV) [ST] | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2020-06-26 | — |
| MIXED | BLK | BlackRock, Inc. (BLK) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2023-06-30 | — |
| MIXED | IEFA | iShares Core MSCI EAFE ETF (IEFA) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2020-06-26 | — |
| MIXED | XBI | SPDR Series Trust SPDR S&P Biotech ETF (XBI) [ST] | Purchases $2K–$30K; sales $15K–$50K | 2 | 1 | −$48.0K to $15.0K≈ | 2023-06-30 | — |
| SELL | BA | Boeing Company (BA) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-06-19 | — |
| SELL | FFRHX | Fidelity FL High Income (ffrhx) [Ab] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2019-05-30 | — |
| SELL | IWO | iShares Russell 2000 growth ETF (IWo) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2018-12-11 | — |
| SELL | PCY | Invesco Emerging Markets Sovereign Debt ETF (PCY) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2018-12-11 | — |
| MIXED | MDY | SPDR MidCap Trust Series I (MDY) [ST] | Purchases $2K–$30K; sales $17K–$80K | 2 | 3 | −$78.0K to $13.0K≈ | 2021-09-14 | — |
| MIXED | QQQ | Invesco QQQ Trust, Series 1 (QQQ) [ST] | Purchases $66K–$165K; sales $54K–$160K | 3 | 5 | −$94.0K to $111K≈ | 2019-01-10 | — |
| SELL | GE | general Electric Company (gE) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2017-07-03 | — |
| SELL | MET | MetLife, Inc. (MET) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2017-07-03 | — |
| SELL | EFA | iShares MSCI EAFE ETF (EFA) [ST] | Purchases $1K–$15K; sales $32K–$130K | 1 | 4 | −$129K to −$17.0K net disposal≈ | 2018-03-29 | — |
| MIXED | GBDC | Golub Capital BDC, Inc. - Closed End Fund (GBDC) [ST] | Purchases $31K–$115K; sales $46K–$165K | 3 | 4 | −$134K to $69.0K≈ | 2023-06-30 | — |
| SELL | JNK | SPDR bloomberg barclays High Yield bond ETF (JNK) [ST] | Purchases —; sales $65K–$150K | 0 | 2 | −$150K to −$65.0K net disposal≈ | 2018-12-11 | — |
| SELL | FFHRX | Fidelity FL Rt High Income (ffhrx) [Ab] | Purchases —; sales $100K–$250K | 0 | 1 | −$250K to −$100K net disposal≈ | 2019-03-22 | — |
| MIXED | IWM | iShares Russell 2000 ETF (IWM) [ST] | Purchases $65K–$150K; sales $119K–$360K | 2 | 6 | −$295K to $31.0K≈ | 2020-12-09 | — |
Trading profile
VS HOUSE MEDIAN · TICK = MEDIAN · 298 MEMBERS- Filing lag (median)median days between trade date and filing date, over rows that disclose both
- +372.5dslower than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 17far above median — median 3.2
- Share ≤ $15K bracket
- 51%larger lots — median 69%
- Buy share of rows
- 54%above median — median 47%
- Self-owned share
- 100%mostly self-owned — median 97%
filings incl. 10 paper: 20distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 171 · disclosed flow · trailing 12m: —sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +373dmedian days between trade date and filing date, over rows that disclose both · late filings: 148rows filed past the STOCK Act's 45-day window
Medians are per member across the 298 House members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.
Sector mix
taxonomy v1 · SIC as of 2026-09-14| Sector | Trades | Flow range |
|---|---|---|
| manufacturing | 7 | $49K–$210K |
| finance-insurance-realestate | 6 | $62K–$230K |
| transport-utilities | 5 | $5K–$75K |
| mining | 2 | $2K–$30K |
| retail | 2 | $2K–$30K |
| ticker not resolved to an issuer coverage | 98 | $1.5M–$4.7M |
| issuer has no SIC on record coverage | 26 | $236K–$840K |
| no ticker disclosed coverage | 25 | Over $1.1M |
Sector from SEC SIC codesSector comes from SEC EDGAR SIC codes through the site's own taxonomy; rows without a sector are listed as coverage, never folded into a sector.
Recent disclosures and committee context
Largest recent disclosures
trailing 90d · lower boundNo rankable disclosures in the trailing 90 days.
Committees · jurisdiction overlap
membership snapshot 2026-09-14 · jurisdiction mapping v1Serves on: House Committee on Appropriations · House Committee on Homeland Security
No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 22 trades predate the membership snapshot's validity window and are unanswerable, not cleared.
A jurisdiction overlap is context, not an accusation: it establishes and implies no legal, ethical, or causal conflict. It states only that the issuer's sector falls within a committee this member sat on as of the trade date, per the sources and mapping versions shown.
All disclosed transactions
171 rows · filed date desc · as of 2026-09-14 13:21 UTC| Kind | Ticker | Asset | OwnerFilings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗ | Range | Amount range | Traded → Filed | Source |
|---|---|---|---|---|---|---|---|
| Sale | — | MAI Managed [PS] | · partial (partial sale) | $50K–$100K | no ticker | Traded → Filed +28d | |
| Sale | — | MAI Managed Income Fund [HN] | · partial (partial sale) | $50K–$100K | no ticker | Traded → Filed +29d | |
| Sale | XBI | SPDR Series Trust SPDR S&P Biotech ETF (XBI) [ST] | — | $15K–$50K | Traded → Filed LATE·403d | ||
| Sale | GBDC | Golub Capital BDC, Inc. - Closed End Fund (GBDC) [ST] | · partial (partial sale) | $1K–$15K | Traded → Filed LATE·403d | ||
| Sale | BLK | BlackRock, Inc. (BLK) [ST] | — | $15K–$50K | Traded → Filed LATE·403d | ||
| Sale | TRP | TC Energy Corporation (TRP) [ST] | — | $1K–$15K | Traded → Filed LATE·410d | ||
| Sale | C | Citigroup, Inc. (C) [ST] | — | $1K–$15K | Traded → Filed LATE·411d | ||
| Sale | IWF | iShares Russell 1000 Growth ETF (IWF) [ST] | · partial (partial sale) | $15K–$50K | Traded → Filed LATE·414d | ||
| Sale | IWF | iShares Russell 1000 Growth ETF (IWF) [ST] | · partial (partial sale) | $15K–$50K | Traded → Filed LATE·414d | ||
| Sale | BA | Boeing Company (BA) [ST] | — | $15K–$50K | Traded → Filed LATE·414d | ||
| Sale | GBDC | Golub Capital BDC, Inc. - Closed End Fund (GBDC) [ST] | · partial (partial sale) | $15K–$50K | Traded → Filed LATE·414d | ||
| Sale | GBDC | Golub Capital BDC, Inc. (GBDC) [ST] | — | $15K–$50K | Traded → Filed LATE·754d | ||
| Purchase | VCSH | Vanguard Short-Term Corporate Bond ETF (VCSH) [ST] | — | $15K–$50K | Traded → Filed LATE·754d | ||
| Sale | GBDC | Golub Capital BDC, Inc. (GBDC) [ST] | — | $15K–$50K | Traded → Filed LATE·756d | ||
| Sale | PAVE | Global X Funds Global X U.S. Infrastructure Development ETF (PAVE) [ST] | — | $1K–$15K | Traded → Filed +21d | ||
| Purchase | PPA | Invesco Aerospace & Defense ETF (PPA) [ST] | — | $1K–$15K | Traded → Filed +21d | ||
| Sale | VCSH | Vanguard Short-Term Corporate Bond ETF (VCSH) [ST] | — | $1K–$15K | Traded → Filed +23d | ||
| Sale | AMJ | JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN (AMJ) [ST] | — | $1K–$15K | Traded → Filed +16d | ||
| Purchase | MDY | SPDR MidCap Trust Series I (MDY) [ST] | — | $1K–$15K | Traded → Filed +16d | ||
| Purchase | PAVE | global X Funds global X U.S. Infrastructure Development ETF (PAVE) [ST] | — | $1K–$15K | Traded → Filed LATE·228d | ||
| Purchase | PAVE | global X Funds global X U.S. Infrastructure Development ETF (PAVE) [ST] | — | $1K–$15K | Traded → Filed LATE·230d | ||
| Sale | IWM | iShares Russell 2000 ETF (IWM) [ST] | — | $1K–$15K | Traded → Filed LATE·230d | ||
| Sale | IWM | iShares Russell 2000 ETF (IWM) [ST] | — | $1K–$15K | Traded → Filed LATE·237d | ||
| Sale | — | FIDELITY LIMITED TERM MUNI INCOME FUND [gS] | — | $15K–$50K | no ticker | Traded → Filed LATE·390d | |
| Sale | IVV | iShares Core S&P 500 ETF (IVV) [ST] | — | $15K–$50K | Traded → Filed LATE·396d | ||
| Sale | IWM | iShares Russell 2000 ETF (IWM) [ST] | — | $15K–$50K | Traded → Filed LATE·396d | ||
| Sale | IEFA | iShares Core MSCI EAFE ETF (IEFA) [ST] | — | $15K–$50K | Traded → Filed LATE·396d | ||
| Purchase | KBE | SPDR S&P bank ETF (KbE) [ST] | — | $1K–$15K | Traded → Filed LATE·414d | ||
| Purchase | SPY | SPDR S&P 500 (SPY) [ST] | — | $1K–$15K | Traded → Filed LATE·414d | ||
| Purchase | VONE | Vanguard Russell 1000 ETF (VONE) [ST] | — | $50K–$100K | Traded → Filed LATE·488d | ||
| Purchase | SPY | SPDR S&P 500 (SPY) [ST] | — | $1K–$15K | Traded → Filed LATE·503d | ||
| Purchase | GBDC | golub Capital bDC, Inc. (gbDC) [ST] | — | $1K–$15K | Traded → Filed LATE·518d | ||
| Sale | — | Fidelity Advisor Real Eastate Income Z FIKMX [OT] | — | $15K–$50K | no ticker | Traded → Filed LATE·559d | |
| Sale | — | FIDELITY LIMITED TERM MUNI INCOME FUND [OT] | — | $1K–$15K | no ticker | Traded → Filed LATE·559d | |
| Purchase | IVE | iShares S&P 500 Value ETF (IVE) [ST] | — | $1K–$15K | Traded → Filed LATE·212d | ||
| Purchase | FIKMX | Fidelity Advisor Real Estate Income Z (fikmx) [Ab] | — | $1K–$15K | Traded → Filed LATE·212d | ||
| Purchase | IWN | iShares Russell 2000 Value ETF (IWN) [ST] | — | $1K–$15K | Traded → Filed LATE·212d | ||
| Purchase | FIKMX | Fidelity Advisor Real Estate Income Z (fikmx) [Ab] | — | $15K–$50K | Traded → Filed LATE·304d | ||
| Purchase | FIKMX | Fidelity Advisor Real Estate income Z (fikmx) [Ab] | — | $15K–$50K | Traded → Filed LATE·304d | ||
| Purchase | MDY | SPDR MidCap Trust Series I (MDY) [ST] | — | $1K–$15K | Traded → Filed LATE·314d | ||
| Purchase | IVV | iShares Core S&P 500 ETF (IVV) [ST] | — | $15K–$50K | Traded → Filed LATE·372d | ||
| Purchase | IJR | iShares Core S&P Small-Cap ETF (IJR) [ST] | — | $1K–$15K | Traded → Filed LATE·372d | ||
| Purchase | IJH | iShares Core S&P Mid-Cap ETF (IJH) [ST] | — | $1K–$15K | Traded → Filed LATE·372d | ||
| Sale | AMJ | JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN (AMJ) [ST] | — | $1K–$15K | Traded → Filed LATE·388d | ||
| Purchase | SPY | SPDR S&P 500 (SPY) [ST] | — | $1K–$15K | Traded → Filed LATE·405d | ||
| Purchase | VEA | Vanguard FTSE Developed Markets ETF (VEA) [ST] | — | $1K–$15K | Traded → Filed LATE·405d | ||
| Sale | FFRHX | Fidelity FL High Income (ffrhx) [Ab] | — | $15K–$50K | Traded → Filed LATE·427d | ||
| Purchase | GBDC | golub Capital bDC, Inc. (gbDC) [ST] | — | $15K–$50K | Traded → Filed LATE·427d | ||
| Purchase | — | buckeye OH Cent Loc Sch Dist. [CS] | — | $50K–$100K | no ticker | Traded → Filed LATE·484d | |
| Purchase | — | bessemer AL gO bd. [CS] | — | $50K–$100K | no ticker | Traded → Filed LATE·485d |
Amended filings show the latest versionEach row is the latest version of its filing: an amendment replaces the original it supersedes, and the original stays in the published record. · what's excluded ↗
1–50 of 171 transactions
Filing history
SOURCE REPORTS · FILED ↓Signals
window 2026-06-16 → 2026-09-14No signals for this member in the retained window — a computed answer over the rules on /signals, not an absence of coverage.
PLANNED annual holdings · 13F overlap
Additional disclosure analysis
Most-disclosed tickers
trailing 24mNo tickers disclosed in the trailing 24 months.
Reporting window
Published 2026-09-14
Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.
Holdings coverage
Annual holdings are not in this view
Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.
Paper filings — not machine-readable
These filings were submitted on paper. They are retained and counted — they appear in filing totals with zero transaction rows — but their contents are not yet machine-readable, and Public Filings does not hand-transcribe. The archived document is already the record.
| Filed ▾ | Status | Src |
|---|---|---|
| 2016-06-24 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2016-03-07 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2016-02-05 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2016-02-01 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2015-04-14 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2015-03-06 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2015-02-11 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2015-02-11 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2014-12-02 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2014-11-13 | paper filing — needs OCR retained and counted; zero machine-readable rows |